Microsoft Dynamics 365 and DocuSign integration + automation
Microsoft Dynamics 365 and DocuSign integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and DocuSign connectors, which can connect to any service without the need for separate integration tools.
Popular Microsoft Dynamics 365 and DocuSign integrations
Uses
Marketing, Sales
Category
Customer Relationship Management (CRM)
Connector type
Tray Connector
Triggers
None
Operations
Create entity, Delete entity, List entity type attributes, List entity types, List one to many relationships, List status attribute options, Query entity data, Run fetch XML query (advanced), Get entity, Get user information
Uses
All
Category
E-Signature
Connector type
Tray Connector
Triggers
None
Operations
Apply envelope document templates, Apply envelope templates, Create Envelope, Create envelope custom fields, Create envelope from template, Delete envelope custom fields, Delete envelope template, Download envelope document, Get account details, Get envelope by IDShow all
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Popular Customer Relationship Management (CRM) and E-Signature Connectors
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Automate any event
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Advanced capabilities
Real-time logs
Scalable
Elastic scalability
Parallel processing
Log data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
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